Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,325 | $49,177-22.1% | $79,466-51.8% | $64,173-40.3% |
| Participation rate | 30.5% | 65.0%-34.5pp | 73.3%-42.8pp | 69.6%-39.1pp |
| Annual return | -5.39% | -1.16%-4.2pp | 718.28%-723.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $731 | $2,821-74.1% | $3,704-80.3% | $3,470-78.9% |
| Admin fee / account holder | $3,189 | $3,839-16.9% | $5,104-37.5% | $4,887-34.8% |